SCM
KSU

Shelton Capital Management’s Kansas City Southern KSU Stock Holding History

Shelton Capital Management’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-14,781
Closed -$2.67M – 840
2020
Q3 		$2.67M Buy
+14,781
New +$2.56M 0.11% 205
2019
Q1 		– Sell
-5,911
Closed -$564K – 858
2018
Q4 		$564K Sell
5,911
-200
-3% -$20.3K 0.04% 284
2018
Q3 		$692K Sell
6,111
-1,500
-20% -$171K 0.04% 285
2018
Q2 		$806K Sell
7,611
-500
-6% -$54.4K 0.05% 257
2018
Q1 		$891K Sell
8,111
-3,800
-32% -$412K 0.06% 248
2017
Q4 		$1.25M Sell
11,911
-14,000
-54% -$1.49M 0.08% 202
2017
Q3 		$2.82M Buy
25,911
+17,100
+194% +$1.79M 0.19% 121
2017
Q2 		$922K Buy
+8,811
New +$826K 0.07% 245

Other funds holding KSU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Shelton Capital Management's KSU Position: Q4 2020 in Review

Shelton Capital Management sold out of Kansas City Southern (KSU) in Q4 2020, closing a stake of 14,781 shares — an estimated $2.67M sold.

Shelton Capital Management first reported a position in KSU in Q2 2017 and held it in 8 quarters. The position peaked at $2.82M in Q3 2017. 744 funds tracked by Wall St. Rank hold KSU as of Q4 2020.

  • Shelton Capital Management reported no remaining Kansas City Southern position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 14,781 Kansas City Southern shares in Q4 2020, an estimated $2.67M.
  • Shelton Capital Management first reported a position in Kansas City Southern in Q2 2017 and held it in 8 quarters.
  • Shelton Capital Management's Kansas City Southern position peaked at $2.82M in Q3 2017.
  • 744 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.